Ishita Manjrekar
December 9th, 2009
Silicon prices from major producers have declined almost 20 percent over the past few months and, while a couple of producers maintain they are holding fast, the fact that most have reduced prices will be pressure enough to create equilibrium on the low end. As to pricing trends in 2010, our network thinks silicon prices will hold steady into Q1-10 as wafer/cell/module vendors buy raw material in preparation for Q2-10 demand from Germany (especially if they expect a FiT reduction on July 1). Past that, however, raw material purchases are expected to slow by May 2010, at which point prices will soften again as it takes about 2 months for polysilicon to be converted to modules.
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Tags: PGR, photovoltaic, polysilicon, solar energy
This entry was posted on Wednesday, December 9th, 2009 at 4:09 pm and is filed under Energy, Ishita Manjrekar, Solar, Uncategorized. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.
2 Responses to “Polysilicon pricing: soft and softer”
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Hi Ishita
Good summary. I think, price may hold steady throughout 2010 instead of only 1st half, as semicondcutor demand rebounded almost 48-50% especially for display (LCD). solar may be somwhat flat. There has been a modest uptick in core semi machines from APAC region
Thanks for the feedback Arif. Semi demand is certainly a factor However, there is a lot supply from pure play solar poly manufacturers like GCL and REC. So they may be pushed to lower prices due to demand contraction in 2H10 and their peers may have to follow suit.